See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,640 | $214,378-28.8% | $200,582-23.9% | $142,382+7.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.50% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $15,652 | $6,841+128.8% | $6,419+143.8% | $4,299+264.1% |
| Participant deferral / active EE | $13,663 | $9,865+38.5% | $9,331+46.4% | $6,507+110.0% |
| Admin fee / account holder | $544 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |